Fulton County Health Center Tax Deferred Annuity Plan — Form 5500 plan (Fulton County Health Center)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fulton County Health Center Tax Deferred Annuity Plan is a benefit plan reported by Fulton County Health Center under EIN 34-4428214 and plan number 005. The latest loaded filing year is 2023. The filing reports 895 participants and $27,122,750 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fulton County Health Center
- EIN
- 34-4428214
- Plan number
- 005
- Plan type
- 2
- Location
- Wauseon, OH
- Latest filing year
- 2023
- Participants
- 895
- End-of-year plan assets
- $27,122,750
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 895 | H, C | 20240903082259NAL0010452083002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,122,750
- Net assets (EOY)
- $27,122,750
- Net assets (BOY)
- $22,162,843
Income & contributions
- Participant contributions
- $2,095,593
- Total contributions
- $2,298,081
- Total income / additions
- $6,456,239
Expenses & distributions
- Benefits paid
- $1,384,908
- Administrative expenses
- $111,424
- Total expenses
- $1,496,332
- Net increase / (decrease)
- $4,959,907
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Asset Advisory Services LLC | INVESTMENT ADVISOR | $60,243 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $51,181 | $0 | 2023 |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $1,933 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fulton County Health Center
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Wauseon, OH
- Capital Asset Advisory Services LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation
- National Financial Services — Schedule C compensation